Section 10(16)- Tax Exemption on Scholarships

Purpose:

This section provides a full tax exemption on any scholarship granted to meet educational expenses, whether received from the government, a trust, a university, or any other institution.

Key Conditions for Exemption:

✅ Must be a genuine scholarship (not disguised income or salary).

✅ Must be used for education-related expenses (tuition, books, accommodation, etc.).

✅ No monetary limit – the entire scholarship amount is tax-free.

✅ Applies to all students (school, college, research scholars, etc.).

Example 1: University Scholarship

Scenario:

  • Student:Priya, an engineering student.
  • Scholarship Received:₹50,000 per year from her university for academic excellence.
  • Usage:Covers tuition fees and books.

Tax Treatment:

  • Scholarship Amount:₹50,000
  • Taxable Income:₹0 (Fully exempt under Section 10(16))

Example 2: Government Scholarship for Research

Scenario:

  • Student:Rohan, a PhD scholar.
  • Scholarship Received:₹1,20,000 per year from UGC (University Grants Commission).
  • Usage:Stipend for living expenses and research materials.

Tax Treatment:

  • Scholarship Amount:₹1,20,000
  • Taxable Income:₹0 (Fully exempt)

Example 3: Private Trust Scholarship

Scenario:

  • Student:Ananya, studying medicine.
  • Scholarship Received:₹80,000 from a private charitable trust.
  • Usage:Pays for hostel fees and medical books.

Tax Treatment:

  • Scholarship Amount:₹80,000
  • Taxable Income:₹0 (Exempt under Section 10(16))

Non-Qualifying Cases (Taxable Scholarships)

❌ Salary-linked scholarships (e.g., stipend for internship/work).

❌ Scholarships granted in exchange for services (teaching/research assistantships may be taxable).

Example of Taxable Scholarship:

  • Student:Arjun, working as a research assistant.
  • Stipend Received:₹25,000/month (conditional on research work).
  • Tax Treatment:Taxable as “Income from Other Sources” (Not exempt under Section 10(16))
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